SEC Proposes Rule Modernizing Fund Valuation Guidance

The SEC has Proposed Rule 2-a5, which will update its fund valuation guidance for the first time in 50 years, establishing a board’s responsibilities as it pertains to a fund’s determination of their investments.

COVID-19 and the Impact on Private Equity

The COVID-19 market dislocation could be compared, not only to the Great Recession, but also—inversely—to the “irrational exuberance” of the dot-com era.

Valuation in Times of Uncertainty

Webcast Replay: What valuation impacts are companies feeling as a result of the market and economic disruptions created by the COVID-19 pandemic?

Sarit Rapport

Ms. Rapport is part of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, CLO debt securities, CLO equity securities, and…

Charles Sapnas Discusses Rollover Equity Structures in Private Equity Deals

Rollover equity is a common element of purchase consideration used by PE investors. It is also a complex structure with important valuation implications.

2019 in Review: Private Equity

Takeaways and observations from private equity market activity in 2019.

Leveraging MSO Structures To Infuse PE Investment In Physician Practices

Private equity investor interest in the physician practice sector has been gaining steady momentum.

US Private Equity

Summary of key Q3 2019 metrics for the PE deal environment, including median PE buyout EV/EBITDA multiples.

Lucy Lee

Ms. Lee specializes in business enterprise valuations, purchase price allocations, goodwill impairment testing, and securities valuations for financial and reporting and tax purposes. Ms. Lee…

Jason Mutarelli Published in Accounting Today

Winning strategies from the world of valuation.